Fast guided capture
Practical camera guidance, image-quality feedback, and clear previews reduce avoidable retakes.
Capability
Identity checks that keep moving.
Guide clients through document, photograph, and address capture while your team sees evidence collection and provider verification as separate, traceable states.
What you can do with identity verification.
Give clients a clear task and keep the completed work with the matter.
Asynchronous verification
Clients can finish collecting evidence while provider checks continue safely in the background.
Retry only what failed
Reopen the affected document, photograph, or address evidence without resetting other tasks.
Workflow
From camera to firm review.
The client experience stays simple while evidence state and verification state remain precise.
Prepare
Explain what is needed
The client sees the accepted document type, capture guidance, and why each item is required.
Capture
Capture and check quality
Images are previewed and checked before upload so unclear evidence can be corrected immediately.
Verify
Run verification asynchronously
Collected evidence remains complete while the provider result moves through pending, verified, review, or redo.
Review
Review or request a focused retry
The firm sees current evidence and attempt history, then reopens only the item that needs attention.
Human in the loop
Automation supports the capture. Your firm retains the decision.
The platform handles repeatable technical work while exceptions remain visible and reviewable.
What Verify Client handles
Repeatable work moves automatically.
- Camera guidance, preview, image preprocessing, and upload handling.
- Provider submission and asynchronous status updates.
- Routing back to the exact evidence item when a retry is required.
What your firm decides
Judgement and exceptions stay visible.
- Whether an outcome needs further review or another attempt.
- Firm-assisted evidence uploads where a client needs help.
- The final compliance decision and any recorded rationale.
Clear evidence at every stage.
Current evidence
The latest accepted identity assets remain clearly distinguished from older attempts.
Attempt history
Capture retries and provider verification runs remain separate and traceable.
Matter-ready output
Identity outcomes and evidence references feed the wider matter record and export.
Questions about identity verification.
The practical details firms usually ask about.
Do clients need to install an app?
No. Identity tasks run through the secure browser onboarding flow on a supported phone, tablet, or computer.
What happens if a photograph or document is unclear?
The affected evidence can be reopened with clear guidance without resetting unrelated onboarding tasks.
Does collected evidence mean the identity check is approved?
No. Evidence collection and provider verification are shown separately so pending or review-required outcomes are not presented as approved.
Related capabilities
Keep the rest of the onboarding work connected.
Move between related checks, documents, and evidence without losing the matter context.
See how identity verification fits your matters.
We will focus the walkthrough on your current process, exceptions, and review requirements.